From Broker Export to Insights in Minutes - Simplified 3-Step Upload Workflow
Uploading trade data is confusing. It's also time-consuming. Our 3-step wizard makes it easy. Strategy processing happens automatically. Get insights in minutes.
Simplified 3-Step Process
Add Broker
Configure your broker account (Zerodha, Angel One, Dhan, Upstox, Kotak, etc.)
Upload File
Import CSV or Excel files from your broker. Strategies are identified automatically. They're assigned in the background. No manual work needed.
No manual strategy organization needed!
Complete
Finish setup and view your dashboards. Your data is ready. Start analyzing immediately.
Note: The previous 5-step wizard has been deprecated. Strategy identification now happens automatically during Step 2, making the process faster and simpler.
Supported Brokers
Primarily CSV upload • API integration available for limited brokers
Benefits
Faster Onboarding
Only 3 steps to complete setup
Automatic Processing
Strategy identification happens automatically
Guided Experience
Step-by-step guidance for first-time users
Mobile Friendly
Works seamlessly on mobile devices